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MOS House Group Ltd (1653) Fair Value & Analysis

Industrials · HK · Market cap HK$679M

MH MOS House Group Ltd 1653 · HK
PriceHK$1.72
Fair ValueHK$0.9400
Upside-45.4%
Quality43/100
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Weak Growth
Loss-making · -15.7% net margin
Low debt · generates free cash flow
Trails peers (3/12)
Narrow moat 4/100
Evidence: Medium Range HK$0.6200 – HK$1.25 Share as image

Fair value as of: Aug 13, 2026

From 11 valuation models · updated 3 days ago

Share price −18.1% over the past month.

Below-average quality, and screening another 45% overvalued on our models.

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What matters now

  • The price sits above even our optimistic bull case (HK$1.25). The favourable scenario is already priced in.
  • Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • A fairly wide model range (HK$0.6200 to HK$1.25) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

HK$4.83 HK$0.2360 Fair Value HK$0.9400 Sep 2020 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range HK$0.2360 – HK$4.83 · fair‑value band HK$0.6200 – HK$1.25 · the HK$1.72 price screens above the HK$0.9400 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

MOS House Group Ltd (1653) currently trades at HK$1.72, while our model-based Fair Value estimate is HK$0.9400, implying the stock looks roughly 45.4% overvalued today. The Quality Score stands at 43/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, MOS House Group Ltd generated revenue of HK$115M at a net margin of -15.7%. Revenue grew 23.3% year over year. It earns a return on equity of -13.7%. Net debt stands at HK$89.6M. Fundamentals as of Aug 13, 2026

Our scenario range runs from HK$0.6200 (bear case) to HK$1.25 (bull case); at HK$1.72, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 66% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -60% fair-value upside, at -45%, 1653 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (HK$0.1300 to HK$1.14). Read the values as a conservative anchor, not as a price target.
Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF HK$0.3000 HK$0.4200 HK$0.6000 80
Rev-Margin DCF HK$0.1000 HK$0.1400 HK$0.2000 74
EV/EBITDA HK$0.8300 HK$1.14 HK$1.45 54
All 11 models by family
DCF Models
FCF DCF HK$0.2900 HK$0.4100 HK$0.6100 38
Owner Earnings HK$0.1000 HK$0.1700 HK$0.2700 31
5Y Revenue Exit HK$0.1000 HK$0.1300 HK$0.1800 39
5Y EBITDA Exit HK$0.5200 HK$0.8600 HK$1.31 41
10Y Revenue Exit HK$0.1800 HK$0.2100 HK$0.2400 36
10Y EBITDA Exit HK$0.4100 HK$0.6200 HK$0.8400 37
Multiples
EV/EBIT HK$0.0300 53
EV/EBITDA HK$0.8300 HK$1.14 HK$1.45 54
Asset-Based
NCAV (Graham) HK$0.2100 HK$0.2900 HK$0.4300 50
Growth DCF
Growth DCF HK$0.3000 HK$0.4200 HK$0.6000 80
Rev-Margin DCF HK$0.1000 HK$0.1400 HK$0.2000 74

Widest divergence: Multiples (HK$1.14) versus Growth DCF (HK$0.1400). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) HK$115M
Revenue growth (YoY) +23.3%
Net margin -15.7%
Return on equity -13.7%
Free cash flow HK$14.2M FY2025
Operating margin -6.6%
More key figures
EPS (TTM) HK$-0.0200
EPS growth (YoY) -39.2%
Net debt HK$89.6M FY2026

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 43/100

Of which business quality 45 · Market factors (momentum, volatility) 48

Profitability 6
Margins and returns on capital today
Quality Growth 23
Are margins and returns improving?
Cashflow 70
Earnings quality: real cash, not paper profit
Fin. Strength 45
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 37
Price trend over the last 3–12 months (market factor)
52W Momentum 65
Distance to the 52-week high (market factor)
Net Issuance 47
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

MOS House Group Limited, an investment holding company, engages in the trading of tiles and bathroom fixtures in Hong Kong and Macau. The company sells its products through retail shops and non-retail channels. It is also involved in the property leasing and investment activities.

Full company description

MOS House Group Limited, an investment holding company, engages in the trading of tiles and bathroom fixtures in Hong Kong and Macau. The company sells its products through retail shops and non-retail channels. It is also involved in the property leasing and investment activities. The company was formerly known as RBMS Group Limited and changed its name to MOS House Group Limited in January 2018. The company was founded in 1998 and is headquartered in Wan Chai, Hong Kong. MOS House Group Limited is a subsidiary of RB Power Limited.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

MOS House Group Ltd reported revenue of HK$114M in FY2026 versus HK$166M in FY2022, a compound −8.9%/yr. Reported net income was −HK$18.1M in FY2026.

Growth Quality 29/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2026)
HK$114M
Latest YoY
+4.3%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−9.5%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−4.9%
Avg. growth/yr (11Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−3.8%
Revenue −8.9%/yr
FY22 HK$166M
FY23 HK$154M
FY24 HK$123M
FY25 HK$109M
FY26 HK$114M
Net income
FY22 HK$11.9M
FY23 HK$1.4M
FY24 HK$2.2M
FY25 −HK$3.4M
FY26 −HK$18.1M

1653 screens 45% overvalued. Compare with Trane Technologies plc →

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Cite: Fair Value Calculator (2026). "MOS House Group Ltd Fair Value". https://www.fairvalue-calculator.com/stock/1653

Peer Group

Building Products & Equipment · 245 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 43 · Bottom 25%
Fair Value upside −45% · Below median
Return on assets 0% · Below median
Net margin (TTM) -16% · Bottom 25%
Operating margin (TTM) -7% · Bottom 25%
Revenue growth 23% · Top 25%
Debt / equity 0.26× · Higher than median

Valuation Multiples vs Building Products & Equipment median · lower = cheaper

P/B 0.70× · Cheaper than median
P/S (TTM) 0.75× · Cheaper than median
P/FCF 6.1× · Pricier than median
EV/EBITDA 40.3× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 0
FUTURE 100 · sector 11
PAST 0 · sector 23
HEALTH 87 · sector 94
DIVIDEND 0 · sector 41

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Building Products & Equipment stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Trane Technologies plc TT $483.96 $208.50 -57%
Johnson Controls International plc JCI $152.79 $44.75 -71%
Carrier Global Corporation CARR $63.08 $16.85 -73%
Compagnie de Saint-Gobain S.A SGO €84.24 €97.97 +16%
PT Impack Pratama Industri Tbk, IMPC 1,405 IDR 179.76 IDR -87%
NIBE Industrier AB NIBEB kr 38.91 kr 25.37 -35%
Beijing New Building Materials Public Limited 000786 ¥18.73 ¥31.73 +69%
Moon Environment Technology Co 000811 ¥42.22 ¥11.94 -72%
The Supreme Industries Limited SUPREMEIND ₹3,460 ₹1,376 -60%
Aditya Infotech Limited CPPLUS ₹3,899 ₹763.08 -80%

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Frequently asked questions

Is MOS House Group Ltd (1653) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of HK$0.9400 versus a price of HK$1.72, about −45% (overvalued).
What is the fair value of 1653?
Our model-based fair value for MOS House Group Ltd is HK$0.9400 (as of Aug 13, 2026), built from audited fundamentals. The current price is HK$1.72.
What is the quality score of 1653?
MOS House Group Ltd has a Quality Score of 43/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of MOS House Group Ltd (1653)?
MOS House Group Ltd reported trailing-twelve-month revenue of about HK$115M (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 1653?
The net profit margin of MOS House Group Ltd is about -15.7%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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